GC
CFA
GC
CFA
Glen Carpenter
16 Years of Experience
Atlanta, GA
1 Disclosure
Glen Carpenter is a CFA-designated registered investment advisor at Zwj Investment Counsel INC, based in Atlanta, GA, with 16 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 996 clients with $3.9B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
996 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$3.9B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable on amounts in excess of $10,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
75 14th Street Ne, Suite 2900, Atlanta, GA, 30309-7604
Get directionsHistory
Regulatory History (1)
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Criminal
March 1996Final Disposition
Employment History
Current Registrations
Zwj Investment Counsel INC
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Legg Mason Investor Services, LLCBroker
December 2005 - February 2007 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
December 2004 - December 2005 · 1 yr
State Registrations1 state
GA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.